Where you view your master schedule and Employee Attendance

The dashboard is the main portal of the scheduling and attendance system that is Work Smart Pro. You will see all of the essential tools that will help your business create the ideal setup to save your business time and organize your scheduling system.

Step 1. Add Positions

Positions tag employees to a particular duty or skill. Tagging your employees with their position makes sure there are scheduled for jobs they are trained for.

  • The first action on the dashboard is to go to the gear symbol on the dashboard and choose the positions tab.
  • Once there enter the position and click add position.

Step 2. Add Employees

are several ways to add employees:

  • Add employees one at a time.Go to the gear Symbol and choose employees. Click the add employee button and enter the required information. If you’ve added the texting package, make sure you have the mobile numbers of your employees to enter it here.
  • Import multiple employees at the same time.Go to the gear Symbol and choose import. Download the csv file template and fill out the information needed. Once you have it filled out save the file to your computer. Click the choose file button and import the csv file you created. Once done click upload and all of your employees will be imported into the system.
  • When you’ve added your employees they will receive an email invitation letting them login to the system using the username and password provided in the email.

Step 3. Add Job Tasks

  • Go to Job Tasks on the main navigation bar.
  • Click add Job Task.
  • Enter the Job Task and click add Job Task to complete your entry. To add more repeat the process

Step 4. Add Job Sites

  • Go to Job Sites on the main navigation bar.
  • Click add Job Site.
  • Enter the Name of the Job Site, address and Description. Click add Job Site button to complete your entry.
  • To add more repeat the process.

Step 5. Scheduler

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Step 6. Attendance

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Step 7. Plans

  • To upload a pdf plan, go to the Plans button on the main navigation. You will have two options, upload plan and view plan. This feature is important if you have certain plans or diagrams you want to send to your employees in the field.

Step8. Change Order Form

  • To choose the generic change order form go to the forms section and click on change order form. You can fill out the form on the job site, send it to your office for approval and then send it to the customer for their signature to sign off on the work.

Step 9. Change Order Email

  • On the dashboard enter the email you want any change orders filled out by employees sent to.

Step 10. Upgrade Now

  • To upgrade your account, choose the green upgrade now button on the top navigation bar. You will see the same slider to choose to add more or reduce the number of employees and you can upgrade your texting package as well.